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Hedge Fund Eton Park Capital Buys The Home Depot Inc., Comcast Corp., Alcoa Inc., Wellpoint Inc., Sells Spider Gold Shares, Starbucks Corp., Emulex Corp.

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Eric Mindich of Eton Park Capital was another Goldman alumnus in hedge fund world. Mr. Mindich became a Goldman partner at the age of 27, the youngest in Goldman's history. This is the Q3 portfolio update for Eaton Park Capital.

By the way, Eric Mindich is another hedge fund manager we recently added into our List of Gurus. The additions of these gurus are requested by many of our Premium Members. These hedge fund managers are not necessarily value oriented, they may have large portfolio turnovers. In order to avoid confusion, we don't not list the trades and the holdings of the these managers in the Guru Trades page of a particular stock, unless you have added them into your Personalized List of Gurus. For the details of which managers have been added, please go to List of Gurus, the new managers are listed under “Premium Gurus”.

According to Wikipedia, Mr. Mindich started his hedge fund in 2004 with a start up fund of $3 billion, making it one of the largest start-up funds on record. The successful start of the fund came despite heavy fees and other difficult terms for potential investors. For example, investors had to invest their money in the fund for as long as 4½ years to avoid a 6% redemption fee. Mindich's investors also had to invest at least $5 million and pay fees of "2 and 20," an annual management fee of 2% plus 20% of all profits.

It is claimed that he planned to invest as much as 70% of Eton Park's money in traditional equity strategies involving both purchases and shorting. But given just how much money is now in equity hedge funds, he assured his investors that he would invest globally to produce big returns. Also, as much as 30% of Eton Park's funds may have gone into less liquid "private" transactions. As of Sept 30, Eton Park Capital Management, L.P.. Eric Mindich owns 76 stocks/options with a total value of $8.2 billion.

Compared with the holding of other hedge fund portfolios tracked on GuruFocus, Eaton Park owns a large number of option holdings. An interesting observation here is that he sold Gold (GLD) positions but still owns GLD options, both calls and puts.

Like his hedge fund peer John Paulson, another Goldman alumnus, Eaton Park also invest merger arbitrage situations heavily. As of the end of third quarter, the largest long positions are Wyeth and ScheringPlough. Both of the companies have been acquired in the fourth quarter.

These are the top 5 holdings of Eric Mindich as of September 30, 2009

  1. Wyeth (WYE) - 6,351,016 shares, 3.77% of the total portfolio

  2. ScheringPlough Corp. (SGP) - 10,321,004 shares, 3.56% of the total portfolio

  3. Viacom Inc. (VIA-B) - 8,400,000 shares, 2.88% of the total portfolio

  4. The Goodyear Tire & Rubber Company (GT) - 13,478,600 shares, 2.8% of the total portfolio

  5. Hospira Inc. (HSP) - 4,250,000 shares, 2.31% of the total portfolio

These are the details of the buys and sells.

For the details of Eric Mindich's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Eric+Mindich

Eaton Park must be bullish with health care stocks. This is the sector weightings of his portfolio:

Health Care

22.6%

Consumer Services

17.2%

Industrials

12.8%

Technology

8.9%

Basic Materials

8.1%

Consumer Goods

7%

Financials

3.4%

Telecommunications

0.7%

Oil & Gas

0.6%





Added: Amdocs Ltd. (DOX)

Eric Mindich added to his holdings in Amdocs Ltd. by 25%. His purchase prices were between $19.94 and $27.07, with an estimated average price of $24.15. The impact to his portfolio due to this purchase was 0.33%. His holdings were 5,000,000 shares as of 09/30/2009.

Amdocs is a leading provider of customer care, billing and order management systems for communications and Internet services. Amdocs has an unparalleled success record in project delivery of its mission-critical products. With human resources of over 5,900 information systems professionals, Amdocs has an installed base of successful projects with more than 75 service providers throughout the world. In April 2000, Amdocs completed the acquisition of Solect Technology Group Inc., a leading provider of customer care and billing systems for IP providers. Amdocs Ltd. has a market cap of $5.58 billion; its shares were traded at around $27.22 with a P/E ratio of 13.9 and P/S ratio of 1.9. Amdocs Ltd. had an annual average earning growth of 15.6% over the past 5 years.

Added: Comcast Corp. Special (CMCSK)

Eric Mindich added to his holdings in Comcast Corp. Special by 33.64%. His purchase prices were between $12.85 and $16.67, with an estimated average price of $14.55. The impact to his portfolio due to this purchase was 0.29%. His holdings were 5,960,271 shares as of 09/30/2009.

Comcast Corporation is principally involved in the development, management and operation of broadband cable networks, and in the provision of electronic commerce and programming content. Comcast's commerce and content businesses include majority ownership of QVC, Comcast-Spectacor, Comcast SportsNet, and The Golf Channel, a controlling interest in E! Networks, and other programming investments. (Company Press Release) Comcast Corp. Special has a market cap of $48.68 billion; its shares were traded at around $16.68 with and P/S ratio of 1.4. The dividend yield of Comcast Corp. Special stocks is 1.6%. Comcast Corp. Special had an annual average earning growth of 46.5% over the past 5 years.

Added: Scripps Networks Int (SNI)

Eric Mindich added to his holdings in Scripps Networks Int by 12.5%. His purchase prices were between $27.04 and $37.41, with an estimated average price of $32.68. The impact to his portfolio due to this purchase was 0.23%. His holdings were 4,500,000 shares as of 09/30/2009.

SCRIPPS NETWORKS INTERACTIVE INC. is the leading developer of lifestyle-oriented content for television and the Internet, where on-air programming is complemented with online video, social media areas and e-commerce components on companion Web sites and broadband vertical channels. The company's media portfolio includes: Lifestyle Media, with popular lifestyle television and Internet brands HGTV, Food Network, DIY Network, Fine Living Network and country music network Great American Country (GAC); and Interactive Services, with leading online search and comparison shopping services, Shopzilla and uSwitch. Scripps Networks Int has a market cap of $5.23 billion; its shares were traded at around $40.47 with a P/E ratio of 22.5 and P/S ratio of 3.3. The dividend yield of Scripps Networks Int stocks is 0.7%.

Added: Viacom Inc. (VIA-B)

Eric Mindich added to his holdings in Viacom Inc. by 8.39%. His purchase prices were between $20.31 and $28.38, with an estimated average price of $24.33. The impact to his portfolio due to this purchase was 0.22%. His holdings were 8,400,000 shares as of 09/30/2009.

Viacom is a leading global entertainment content company whose family of prominent and respected brands includes the multiplatform properties of MTV Networks, BET Networks, Paramount Pictures, Paramount Home Entertainment and DreamWorks. MTV Networks, a unit of Viacom, is one of the world's leading creators of programming and content across all media platforms. MTV Networks connects with its audiences through its robust consumer products businesses and its more than three hundred interactive properties worldwide, including online, broadband, wireless and interactive television services and also has licensing agreements, joint ventures, and syndication deals whereby all of its programming services can be seen worldwide. Viacom Inc. has a market cap of $16.87 billion; its shares were traded at around $30.41 with a P/E ratio of 12.7 and P/S ratio of 1.2.

New Purchase: Sterlite Industries Ltd. (SLT)

Eric Mindich initiated holdings in Sterlite Industries Ltd.. His purchase prices were between $10.75 and $15.82, with an estimated average price of $13.48. The impact to his portfolio due to this purchase was 1.72%. His holdings were 8,801,543 shares as of 09/30/2009.

Sterlite Industries Ltd., is a leading producer of copper in India. Sterlite, a part of Vedanta Resources, a London listed metals and mining major with Aluminium, Copper and Zinc operations in India and Australia, continues to seek improvements in its business, having set benchmarks to LME grade A standards in Copper products manufacturing. Sterlite Industries Ltd. has a market cap of $14.97 billion; its shares were traded at around $17.82 with a P/E ratio of 3.8 and P/S ratio of 3.3. The dividend yield of Sterlite Industries Ltd. stocks is 0.3%.

New Purchase: Terex Corp. (TEX)

Eric Mindich initiated holdings in Terex Corp.. His purchase prices were between $10.6 and $20.87, with an estimated average price of $15.6. The impact to his portfolio due to this purchase was 1.36%. His holdings were 5,375,000 shares as of 09/30/2009.

Terex Corp. is a global manufacturer of a broad range of construction and mining related capital equipment. The company strives to manufacture high quality machines which are low cost, simple to use and easy to maintain. The company's principal products include telescopic mobile cranes, aerial work platforms, utility aerial devices, telescopic material handlers, truck mounted mobile cranes, rigid and articulated off-highway trucks and high capacity surface mining trucks, and related components and replacement parts. Terex Corp. has a market cap of $1.99 billion; its shares were traded at around $18.44 with and P/S ratio of 0.2. Terex Corp. had an annual average earning growth of 11.3% over the past 10 years.

New Purchase: Cadbury Plc (CBY)

Eric Mindich initiated holdings in Cadbury Plc. His purchase prices were between $33.91 and $52.16, with an estimated average price of $40.69. The impact to his portfolio due to this purchase was 0.83%. His holdings were 1,319,451 shares as of 09/30/2009.

CADBURY PLC is the world's largest confectionery business with number one or number two positions in twenty of the world's fifty largest confectionery markets. It also has the largest and most broadly spread emerging markets business of any confectionery company. With origins stretching back nearly 200 years, Cadbury's brands include many global, regional and local favourites including Cadbury, Creme Egg and Green and Black's in chocolate; Trident, Dentyne, Hollywood and Bubbaloo in gum; and Halls, Cadbury Eclairs, Bassett's and the Natural Confectionery Company in candy. Cadbury Plc has a market cap of $17.58 billion; its shares were traded at around $51.33 with and P/S ratio of 1.8. The dividend yield of Cadbury Plc stocks is 2%.

New Purchase: The Home Depot Inc. (HD)

Eric Mindich initiated holdings in The Home Depot Inc.. His purchase prices were between $22.4 and $28.23, with an estimated average price of $26.12. The impact to his portfolio due to this purchase was 0.59%. His holdings were 1,810,000 shares as of 09/30/2009.

Home Depot is the one of world's largest home improvement retailer. The company offers a level of service unprecedented among warehouse-style retailers. Home Depot stores cater to do-it-yourselfers, as well as home improvement, construction and building maintenance professionals. The Home Depot currently operates in the USA, Canada, Chile, Puerto Rico, and Argentina. The company also operates EXPO Design Centers across the U.S. and Villager's Hardware in New Jersey. The Home Depot Inc. has a market cap of $49.47 billion; its shares were traded at around $29.02 with a P/E ratio of 17.9 and P/S ratio of 0.7. The dividend yield of The Home Depot Inc. stocks is 3.1%. The Home Depot Inc. had an annual average earning growth of 19.5% over the past 10 years. GuruFocus rated The Home Depot Inc. the business predictability rank of 3.5-star.

New Purchase: Wellpoint Inc. (WLP)

Eric Mindich initiated holdings in Wellpoint Inc.. His purchase prices were between $49.28 and $55.47, with an estimated average price of $52.13. The impact to his portfolio due to this purchase was 0.57%. His holdings were 993,000 shares as of 09/30/2009.

WellPoint, Inc. is the largest publicly traded commercial health benefits company in terms of membership in the United States. WellPoint, Inc. is an independent licensee of the Blue Cross and Blue Shield Association and serves its members as the Blue Cross licensee for California; the Blue Cross and Blue Shield licensee for Colorado, Connecticut, Georgia, Indiana, Kentucky, Maine, Missouri, Nevada, New Hampshire, Ohio, Virginia (excluding the Northern Virginia suburbs of Washington, D.C.), Wisconsin; and through HealthLink and UniCare. Wellpoint Inc. has a market cap of $27.12 billion; its shares were traded at around $59.16 with a P/E ratio of 9.5 and P/S ratio of 0.4. Wellpoint Inc. had an annual average earning growth of 20.8% over the past 5 years.

New Purchase: Cigna Corp. (CI)

Eric Mindich initiated holdings in Cigna Corp.. His purchase prices were between $23.47 and $32.6, with an estimated average price of $28.07. The impact to his portfolio due to this purchase was 0.54%. His holdings were 1,572,100 shares as of 09/30/2009.

CIGNA Corporation is an investor-owned employee benefits organizations in the United States. Its subsidiaries are major providers of health care products and services, group life, accident and disability insurance, retirement products and services and investment management. CIGNA conducts its business through the following operating divisions: Employee Health Care, Life and Disability Benefits; Employee Retirement Benefits and Investment Services; International Life, Health and Employee Benefits; and Other Operations. Cigna Corp. has a market cap of $9.86 billion; its shares were traded at around $36.05 with a P/E ratio of 10.4 and P/S ratio of 0.5. The dividend yield of Cigna Corp. stocks is 0.1%. Cigna Corp. had an annual average earning growth of 21.7% over the past 5 years.

New Purchase: Unitedhealth Group Inc. (UNH)

Eric Mindich initiated holdings in Unitedhealth Group Inc.. His purchase prices were between $23.97 and $29.92, with an estimated average price of $27.22. The impact to his portfolio due to this purchase was 0.37%. His holdings were 1,200,000 shares as of 09/30/2009.

UnitedHealth Group Inc. offers health care coverage and related services to help people achieve improved health and well-being through all stages of life. The company's products and services reflect a number of core capabilities, including medical information management, health benefit administration, care coordination, risk assessment and pricing, health benefit design and provider contracting. With these capabilities, it is able to provide comprehensive health care management services through organized health systems and insurance products. Unitedhealth Group Inc. has a market cap of $36.39 billion; its shares were traded at around $31.32 with a P/E ratio of 9.7 and P/S ratio of 0.4. The dividend yield of Unitedhealth Group Inc. stocks is 0.1%. Unitedhealth Group Inc. had an annual average earning growth of 30.4% over the past 10 years. GuruFocus rated Unitedhealth Group Inc. the business predictability rank of 4-star.

New Purchase: Cemex S.a.b. De C.v. (CX)

Eric Mindich initiated holdings in Cemex S.a.b. De C.v.. His purchase prices were between $7.79 and $14.2, with an estimated average price of $11.05. The impact to his portfolio due to this purchase was 0.22%. His holdings were 1,400,000 shares as of 09/30/2009.

CEMEX is one of the largest cement companies in the world, with close to 78 million metric tons of production capacity. Through operating subsidiaries in four continents, they are engaged in the production, distribution, marketing and sale of cement, ready-mix concrete, aggregates and clinker. They are also the world's leading producer of white cement and the world's largest trader of cement and clinker. Cemex S.a.b. De C.v. has a market cap of $10.93 billion; its shares were traded at around $11.39 with and P/S ratio of 0.5.

New Purchase: Pfizer Inc (PFE)

Eric Mindich initiated holdings in Pfizer Inc. His purchase prices were between $14.2 and $16.86, with an estimated average price of $15.95. The impact to his portfolio due to this purchase was 0.2%. His holdings were 1,000,000 shares as of 09/30/2009.

Pfizer Inc is a research-based, global pharmaceutical company that discovers and develops innovative, value-added products that improve the quality of life of people around the world and help them enjoy longer, healthier, and more productive lives. Pfizer has three business segments: health care, animal health and consumer health care. Its products are available in numerous countries. (Company Press Release) Pfizer Inc has a market cap of $147.59 billion; its shares were traded at around $18.29 with a P/E ratio of 8.3 and P/S ratio of 3.1. The dividend yield of Pfizer Inc stocks is 3.5%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years.

New Purchase: American Axle & Manufacturing Holdings I (AXL)

Eric Mindich initiated holdings in American Axle & Manufacturing Holdings I. His purchase prices were between $1.13 and $7.8, with an estimated average price of $4.27. The impact to his portfolio due to this purchase was 0.17%. His holdings were 2,000,000 shares as of 09/30/2009.

American Axle & Manufacturing Holdings Inc. is a world leader in the design, engineering and manufacture of driveline systems for light trucks and sport utility vehicles. The company's product lines include rear axles, independent front four-wheel drive axles, all-wheel-drive system components, independent rear-drive systems, TracRite differentials, propeller shafts, steering linkages, anti-roll systems, steering & suspension systems, and forged products. American Axle & Manufacturing Holdings I has a market cap of $398.4 million; its shares were traded at around $7.17 with and P/S ratio of 0.2.

New Purchase: Aetna Inc. (AET)

Eric Mindich initiated holdings in Aetna Inc.. His purchase prices were between $24.28 and $31.03, with an estimated average price of $27.93. The impact to his portfolio due to this purchase was 0.11%. His holdings were 326,900 shares as of 09/30/2009.

Aetna Inc. is one of the nation's largest health benefits companies and one of the nation's largest insurance and financial services organizations. Aetna provides these benefits to employer and plan sponsor customers in all 50 states, ranging from large multisite national accounts to middle-market and small-employer groups. Its products include the full range of health insurance, including dental and pharmacy benefits, from HMO and POS to PPO and indemnity, as well as group insurance products such as life, disability and long-term care insurance. Aetna Inc. has a market cap of $14.41 billion; its shares were traded at around $33.25 with a P/E ratio of 10.1 and P/S ratio of 0.4. The dividend yield of Aetna Inc. stocks is 0.1%. Aetna Inc. had an annual average earning growth of 6% over the past 10 years.

New Purchase: First Industrial Realty Trust Inc. (FR)

Eric Mindich initiated holdings in First Industrial Realty Trust Inc.. His purchase prices were between $3.68 and $6.79, with an estimated average price of $5.01. The impact to his portfolio due to this purchase was 0.02%. His holdings were 250,000 shares as of 09/30/2009.

FIRST INDUSTRIAL REALTY TRUST is a self-administered and fully integrated industrial real estate company which owns, mamages, acquires and develops industrial real estste. First Industrial Realty Trust Inc. has a market cap of $306.8 million; its shares were traded at around $4.98 with a P/E ratio of 2.6 and P/S ratio of 0.6.

New Purchase: Alcoa Inc. (AA)

Eric Mindich initiated holdings in Alcoa Inc.. His purchase prices were between $9.23 and $14.26, with an estimated average price of $11.97. The impact to his portfolio due to this purchase was 0.01%. His holdings were 50,000 shares as of 09/30/2009.

Alcoa Inc. is the world's leading producer and manager of primary aluminum, fabricated aluminum and alumina facilities, and is active in all major aspects of the industry. Alcoa serves the aerospace, automotive, packaging, building and construction, commercial transportation and industrial markets, bringing design, engineering, production and other capabilities of Alcoa's businesses to customers. In addition to aluminum products and components, Alcoa also markets consumer brands including Reynolds Wrap foils and plastic wraps, Alcoa wheels, and Baco household wraps. Among its other businesses are closures, fastening systems, precision castings, and electrical distribution systems for cars and trucks. Alcoa Inc. has a market cap of $14.3 billion; its shares were traded at around $14.68 with and P/S ratio of 0.5. The dividend yield of Alcoa Inc. stocks is 0.8%. Alcoa Inc. had an annual average earning growth of 3.5% over the past 10 years.

Reduced: Mobile Telesystems Ojsc (MBT)

Eric Mindich reduced to his holdings in Mobile Telesystems Ojsc by 33.33%. His sale prices were between $33.37 and $49.26, with an estimated average price of $42.46. The impact to his portfolio due to this sale was -0.04%. Eric Mindich still held 200,000 shares as of 09/30/2009.

MOBILE TELE-ADR mission is to build a integrated mobile communications world, which will bring people together, enrich their lives and open up new horizons, both at work and at home. They will do this by Anticipating on and understanding of our customers' needs, employing experienced, qualified and highly motivated personnel, introducing new technologies, and enhancing our company's development. Mobile Telesystems Ojsc has a market cap of $18.43 billion; its shares were traded at around $48.88 with a P/E ratio of 16.1 and P/S ratio of 1.8. The dividend yield of Mobile Telesystems Ojsc stocks is 5.6%. Mobile Telesystems Ojsc had an annual average earning growth of 71.4% over the past 5 years.

Reduced: Anglogold Ashanti Ltd. (AU)

Eric Mindich reduced to his holdings in Anglogold Ashanti Ltd. by 72.06%. His sale prices were between $34.03 and $44.01, with an estimated average price of $38.42. The impact to his portfolio due to this sale was -0.04%. Eric Mindich still held 106,603 shares as of 09/30/2009.

AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 m oz. The company has operations in six countries on three continents, some of which are joint ventures, as well as exploration activities in ten countries. AngloGold can be financially characterized by high cash generation, substantial reinvestment in long-term growth and the payment of significant dividends. The company distinguishes itself from its producer peer group through its active involvement in the development of the gold market, particularly in Asia. Anglogold Ashanti Ltd. has a market cap of $11.63 billion; its shares were traded at around $41.38 with a P/E ratio of 36.3 and P/S ratio of 3.1. The dividend yield of Anglogold Ashanti Ltd. stocks is 0.3%.

Reduced: Gold Fields Ltd. (GFI)

Eric Mindich reduced to his holdings in Gold Fields Ltd. by 37.58%. His sale prices were between $10.99 and $14.42, with an estimated average price of $12.4. The impact to his portfolio due to this sale was -0.11%. Eric Mindich still held 1,661,000 shares as of 09/30/2009.

Gold Fields Limited is one of the world's largest unhedged gold producers with operating mines in South Africa, Ghana, and Australia. Gold Fields Ltd. has a market cap of $9.72 billion; its shares were traded at around $13.79 with a P/E ratio of 21.5 and P/S ratio of 3. The dividend yield of Gold Fields Ltd. stocks is 0.9%. Gold Fields Ltd. had an annual average earning growth of 2.8% over the past 10 years.

Reduced: Vimpel Communications (VIP)

Eric Mindich reduced to his holdings in Vimpel Communications by 27.4%. His sale prices were between $10 and $19.05, with an estimated average price of $14.42. The impact to his portfolio due to this sale was -0.17%. Eric Mindich still held 2,650,000 shares as of 09/30/2009.

Vimpel-Communications is a provider of telecommunications services in Russia, Vimpel Communications has a market cap of $19.05 billion; its shares were traded at around $19.02 with a P/E ratio of 237.8 and P/S ratio of 1.9. The dividend yield of Vimpel Communications stocks is 1.3%. Vimpel Communications had an annual average earning growth of 46.1% over the past 5 years.

Reduced: Ishares Silver Trust (SLV)

Eric Mindich reduced to his holdings in Ishares Silver Trust by 39.09%. His sale prices were between $12.5 and $16.95, with an estimated average price of $14.4. The impact to his portfolio due to this sale was -0.17%. Eric Mindich still held 2,163,080 shares as of 09/30/2009.

Ishares Silver Trust has a market cap of $21.6 million; its shares were traded at around $17.09 .

Reduced: Qualcomm Inc. (QCOM)

Eric Mindich reduced to his holdings in Qualcomm Inc. by 24.33%. His sale prices were between $43.06 and $48.45, with an estimated average price of $45.9. The impact to his portfolio due to this sale was -0.36%. Eric Mindich still held 2,674,610 shares as of 09/30/2009.

QUALCOMM Inc. develops and delivers innovative digital wireless communications products and services based on the company's CDMA digital technology. The company's business areas include CDMA integrated circuits and system software; technology licensing; the Binary Runtime Environment for Wireless applications development platform; Eudora e-mail software; digital cinema systems; and satellite-based systems including portions of the Globalstar system and wireless fleet management systems, OmniTRACS and OmniExpress. (Company Press Release) Qualcomm Inc. has a market cap of $74.96 billion; its shares were traded at around $44.88 with a P/E ratio of 29.5 and P/S ratio of 7.2. The dividend yield of Qualcomm Inc. stocks is 1.5%. Qualcomm Inc. had an annual average earning growth of 28.9% over the past 10 years.

Reduced: Verisign Inc. (VRSN)

Eric Mindich reduced to his holdings in Verisign Inc. by 37.5%. His sale prices were between $17.93 and $23.55, with an estimated average price of $20.62. The impact to his portfolio due to this sale was -0.81%. Eric Mindich still held 7,500,000 shares as of 09/30/2009.

VeriSign is one of the leading providers of trusted infrastructure services to website owners, enterprises, electronic commerce service providers and individuals. The company's domain name registration, digital certificate, global registry and payment services provide the critical web identity, authentication and transaction infrastructure that online businesses need to establish their web identities and to conduct secure electronic commerce, or e-commerce, and communications. Verisign Inc. has a market cap of $4.29 billion; its shares were traded at around $22.28 with a P/E ratio of 20.8 and P/S ratio of 4.5. Verisign Inc. had an annual average earning growth of 2% over the past 5 years.

Sold Out: Telecomunicaes De So Paulo S.a.telesp (TSP)

Eric Mindich sold out his holdings in Telecomunicaes De So Paulo S.a.telesp. His sale prices were between $21.17 and $25.36, with an estimated average price of $23.13.

Telecomunicacoes de Sao Paulo S.A. is a Brazil-based company that provides fixed-line telecommunications services in the state of Sao Paulo, Brazil. The company, headquartered in Sao Paulo, Brazil, is a subsidiary of Telefonica S.A. It offers local, interregional and international long-distance services; data services, including broadband and other data link services; pay TV services through direct to home satellite technology and land based wireless technology multichannel multipoint distribution services; and network services, including interconnection and the leasing of facilities. In addition, Telecomunicacoes provides interactive banking services and electronic mail services, as well as sells handsets and other telephone equipment. It sells fixed telephone services to corporate and residential customers through personal sales, telesales, virtual stores, and indirect channels. Telecomunicaes De So Paulo S.a.telesp has a market cap of $12.62 billion; its shares were traded at around $24.94 with a P/E ratio of 7 and P/S ratio of 1.4. The dividend yield of Telecomunicaes De So Paulo S.a.telesp stocks is 3.6%. Telecomunicaes De So Paulo S.a.telesp had an annual average earning growth of 18.6% over the past 5 years.

Sold Out: Beckman Coulter Inc. (BEC)

Eric Mindich sold out his holdings in Beckman Coulter Inc.. His sale prices were between $54.27 and $71.2, with an estimated average price of $64.06.

Beckman Coulter, Inc. simplifies and automates laboratory processes used in all phases of the battle against disease. The company designs, manufactures, and markets systems which consist of instruments, chemistries, software, and supplies that meet a variety of laboratory needs. Its products are used in a range of applications, from instruments used for pioneering medical research and drug discovery to diagnostic tools found in hospitals and physicians' offices. Beckman Coulter Inc. has a market cap of $4.71 billion; its shares were traded at around $67.94 with a P/E ratio of 17.7 and P/S ratio of 1.5. The dividend yield of Beckman Coulter Inc. stocks is 1%.

Sold Out: Grupo Aeroportuario Del Centro Norte S.a (OMAB)

Eric Mindich sold out his holdings in Grupo Aeroportuario Del Centro Norte S.a. His sale prices were between $9.35 and $13.28, with an estimated average price of $11.5.

OMA operates and manages 13 international airports in the north and central regions of Mexico. OMA's airports serve Monterrey, M?xico's third largest metropolitan area, the tourist destinations of Acapulco, Mazatlan, and Zihuatanejo, and nine other regional centers and border cities. OMA's airports fulfill international safety norms and have received environmental compliance certificates. Their corporate name is Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., and they serve their passengers, their airlines, and their business partners under the commercial name OMA. Grupo Aeroportuario Del Centro Norte S.a has a market cap of $571.1 million; its shares were traded at around $13.5 with a P/E ratio of 24.5 and P/S ratio of 4.2. The dividend yield of Grupo Aeroportuario Del Centro Norte S.a stocks is 4.1%.

Sold Out: Grupo Aeroportuario Del Sureste S.a. De (ASR)

Eric Mindich sold out his holdings in Grupo Aeroportuario Del Sureste S.a. De. His sale prices were between $35.68 and $44.92, with an estimated average price of $42.03.

Grupo Aeroportuario del Sureste is a Mexican airport operator with concessions to operate, maintain and develop the airports of Cancun, Merida, Cozumel, Villahermosa, Oaxaca, Veracruz, Huatulco, Tapachula and Minatitlan in the southeast of Mexico. Grupo Aeroportuario Del Sureste S.a. De has a market cap of $1.55 billion; its shares were traded at around $55.78 with a P/E ratio of 27.2 and P/S ratio of 6.7. The dividend yield of Grupo Aeroportuario Del Sureste S.a. De stocks is 8.4%. Grupo Aeroportuario Del Sureste S.a. De had an annual average earning growth of 14.7% over the past 5 years.

Sold Out: Spirit Aerosystems Holdings Inc. (SPR)

Eric Mindich sold out his holdings in Spirit Aerosystems Holdings Inc.. His sale prices were between $12.33 and $18.41, with an estimated average price of $14.91.

SPIRIT AEROSYSTEMS is the world's largest independent supplier of commercial airplane assemblies and components. In addition to its Kansas facility, Spirit has operations in Tulsa and McAlester, Okla., Prestwick, Scotland, and Samlesbury, England. In the U.S., Spirit's core products include fuselages, pylons, nacelles and wing components. Additionally, Spirit provides aftermarket customer support services, including spare parts, maintenance/repair/overhaul, and fleet support services in North America and Europe. Spirit Europe produces wing components for a host of customers, including Airbus. Spirit Aerosystems Holdings Inc. has a market cap of $2.8 billion; its shares were traded at around $20.15 with a P/E ratio of 11.1 and P/S ratio of 0.7.

Sold Out: Emulex Corp. (ELX)

Eric Mindich sold out his holdings in Emulex Corp.. His sale prices were between $8.72 and $10.74, with an estimated average price of $9.61.

Emulex is a leading designer, developer and supplier of a broad line of fibre channel host adapters, hubs, ASICs and software products that enhanceaccess to and storage of electronic data and applications. Their products are based on internally developed ASIC technology, are deployable across a variety of heterogeneous network configurations and operating systems, and support increasing volumes of stored data. Emulex Corp. has a market cap of $829.7 million; its shares were traded at around $10.29 with a P/E ratio of 41.2 and P/S ratio of 2.2.

Sold Out: Starbucks Corp. (SBUX)

Eric Mindich sold out his holdings in Starbucks Corp.. His sale prices were between $12.97 and $20.76, with an estimated average price of $17.93.

Starbucks Corporation purchases and roasts high-quality whole bean coffees and sells them along with fresh, rich-brewed, Italian style espresso beverages, a variety of pastries and confections, and coffee-related equipments primarily through its company-operated retail stores. In addition to sales through its company-operated retail stores, Starbucks sells whole bean coffees through a specialty sales group and supermarkets. Additionally, Starbucks produces and sells bottled Frappuccino coffee drink and a line of premium ice creams through its joint venture partnerships and offers a line of innovative premium teas produced by its wholly owned subsidiary, Tazo Tea Company. The company's objective is to establish Starbucks as the most recognized and respected brand in the world. Starbucks Corp. has a market cap of $16.82 billion; its shares were traded at around $22.73 with a P/E ratio of 28.8 and P/S ratio of 1.7. Starbucks Corp. had an annual average earning growth of 24.4% over the past 10 years. GuruFocus rated Starbucks Corp. the business predictability rank of 4-star.

Sold Out: Spider Gold Shares (GLD)

Eric Mindich sold out his holdings in Spider Gold Shares. His sale prices were between $89.27 and $99.67, with an estimated average price of $94.04.

Spider Gold Shares has a market cap of $19.7 billion; its shares were traded at around $110.21 .

Sold Out: The Pepsi Bottling Group Inc. (PBG)

Eric Mindich sold out his holdings in The Pepsi Bottling Group Inc.. His sale prices were between $32.9 and $36.82, with an estimated average price of $35.12.

The Pepsi Bottling Group, Inc., is the world's largest manufacturer, seller and distributor of Pepsi-Cola beverages. Pepsi-Cola beverages sold include PEPSI-COLA, DIET PEPSI, MOUNTAIN DEW, LIPTON BRISK, LIPTON'S ICED TEA, 7UP outside the U.S., PEPSI MAX, PEPSI ONE, SLICE, MUG, AQUAFINA, STARBUCKS FRAPPUCCINO and KAS. The Pepsi Bottling Group Inc. has a market cap of $8.2 billion; its shares were traded at around $37.63 with a P/E ratio of 16.8 and P/S ratio of 0.6. The dividend yield of The Pepsi Bottling Group Inc. stocks is 1.9%. The Pepsi Bottling Group Inc. had an annual average earning growth of 7.1% over the past 5 years.

Sold Out: Pepsiamericas Inc. (PAS)

Eric Mindich sold out his holdings in Pepsiamericas Inc.. His sale prices were between $26.15 and $28.7, with an estimated average price of $27.6.

PepsiAmericas makes, sells and delivers a broad portfolio of Pepsi-Cola core brands, Cadbury beverages and other national and regional brands in the U.S. as well as Puerto Rico, Jamaica, the Bahamas, Trinidad and Tobago, Poland, Hungary, the Czech Republic and the Republic of Slovakia. Pepsiamericas Inc. has a market cap of $3.65 billion; its shares were traded at around $29.36 with a P/E ratio of 15.7 and P/S ratio of 0.7. The dividend yield of Pepsiamericas Inc. stocks is 1.9%. Pepsiamericas Inc. had an annual average earning growth of 5.9% over the past 10 years. GuruFocus rated Pepsiamericas Inc. the business predictability rank of 3-star.

Sold Out: Harmony Gold Mining Co. Ltd. (HMY)

Eric Mindich sold out his holdings in Harmony Gold Mining Co. Ltd.. His sale prices were between $8.5 and $11.43, with an estimated average price of $9.66.

Harmony Gold Mining Company Ltd. is a mining company which produces gold from its operations in the distrcit of Virginia, Orange Free State. Harmony Gold Mining Co. Ltd. has a market cap of $4.44 billion; its shares were traded at around $10.42 with and P/S ratio of 3.4. The dividend yield of Harmony Gold Mining Co. Ltd. stocks is 0.6%.

Sold Out: Select Sector Spdrenergy (XLE)

Eric Mindich sold out his holdings in Select Sector Spdrenergy. His sale prices were between $44.52 and $55.62, with an estimated average price of $50.73.

Select Sector Spdrenergy has a market cap of $5.65 billion; its shares were traded at around $56.28 . The dividend yield of Select Sector Spdrenergy stocks is 1.4%.


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to.raab
To.raab - 5 years ago

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